(IBTG) iBonds Dec 2026 Term - Overview

ETF Category: Target Maturity | Exchange: NASDAQ (USA) | Market Cap: 2.292m USD | Total Return: 4.1% in 12m

U.S. Treasuries, Government Bonds, Fixed Income
Total Rating 50
Safety 78
Buy Signal -0.01
Target Maturity Category Rotation: +10.5
TER: 0.07%
AUM: 2.29B
Avg Turnover: 6.78M
Risk 3d forecast
Volatility0.67%
VaR 5th Pctl0.12%
VaR vs Median-3.31%
Reward TTM
Sharpe Ratio-0.28
Rel. Str. IBD39.3
Rel. Str. Peer Group78.3
Character TTM
Beta-0.007
Beta Downside-0.054
Hurst Exponent0.282
Drawdowns 3y
Max DD1.63%
CAGR/Max DD2.43
CAGR/Mean DD14.80

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IBTG iBonds Dec 2026 Term

IBTG is a target-maturity exchange-traded fund designed to track an index of U.S. Treasury securities maturing between January 1, 2026, and December 15, 2026. The fund mandates that at least 80% of its assets remain in index components and 90% in U.S. Treasury bonds to ensure close tracking of the benchmark. Unlike traditional bond funds, target-maturity ETFs function similarly to individual bonds by returning capital to shareholders upon a specific liquidation date.

The business model relies on the creditworthiness of the U.S. government, as Treasury securities are backed by its full faith and credit. This sector is characterized by high liquidity and low default risk compared to corporate debt instruments. Investors often use these vehicles to match specific future liabilities or to manage interest rate risk within a defined timeframe. For a deeper look at how this fits your portfolio, explore the analysis tools on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots shift the net asset value of holdings
  • Yield curve fluctuations impact the funds market price relative to par
  • Inflation data volatility dictates the real return of fixed-income assets
  • Proximity to 2026 maturity date reduces duration risk and price sensitivity
  • Market liquidity for short-dated Treasury securities affects bid-ask spreads and tracking error
What is the price of IBTG shares? As of May 18, 2026, the stock is trading at USD 22.88 with a total of 232,575 shares traded.
Over the past week, the price has changed by +0.04%, over one month by +0.27%, over three months by +0.88% and over the past year by +4.08%.
Is IBTG a buy, sell or hold? iBonds Dec 2026 Term has no consensus analysts rating.
What are the forecasts/targets for the IBTG price?
Analysts Target Price - -